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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,179 | $183,592-23.1% | $155,574-9.3% | $145,877-3.2% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 11.13% | 61.37%-50.2pp | 64.87%-53.7pp | 551.28%-540.2pp |
| Employer contribution / active EE | $827 | $5,317-84.5% | $4,676-82.3% | $4,663-82.3% |
| Participant deferral / active EE | $4,213 | $6,466-34.8% | $5,629-25.2% | $6,691-37.0% |
| Admin fee / account holder | $7,039 | $19,316-63.6% | $15,914-55.8% | $13,402-47.5% |